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Business News/Market/Market Stats/    SBI Bluechip Fund Regular Growth

SBI Bluechip Fund Regular Growth

+
  • Equity
  • Large-Cap
  • Rating 4
  • Plan
77.49 +0.22 (0.29%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)43272.98
  • CAGR 24.72%
  • Exit Load1.00%
  • Expense ratio1.55%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2006-02-14

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 2163.60
  • 5.00%
  • Treps
  • 1849.21
  • 4.27%
View More

Risk & Volitility

  • Alpha -0.35%
  • Beta 1.01
  • Sharpe Ratio0.96
  • Std Deviation 12.58%
  • Tracking Error 3.72%

About Fund

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

 

The SBI Bluechip Fund Regular Growth has an AUM of 43272.98 crores & has delivered CAGR of 16.34% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.55%. The minimum investment in SBI Bluechip Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Larsen & Toubro & ITC.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Recreational Products & Consumer Financial Services.

 

Some of the similar funds are ICICI Prudential Bluechip Fund Growth, HDFC Top 100 Fund Growth, SBI Bluechip Fund Regular Growth, Mirae Asset Large Cap Fund Regular Growth, Axis Bluechip Fund Growth. SBI Bluechip Fund Regular Growth has a sharpe ratio of 0.96 & a standard deviation of 12.58%.

FAQs about SBI Bluechip Fund Regular Growth

According to the morning star rating SBI Bluechip Fund Regular Growth has a Moderate risk & Exceptional return.
SBI Bluechip Fund Regular Growth is managed by Sohini Andani,Mohit Jain.
The expense ratio of SBI Bluechip Fund Regular Growth is 1.55%.
The 5 year annualized return on SBI Bluechip Fund Regular Growth is 16.34% & it has generated 24.72% in the last 1 year.
The minimum investment in SBI Bluechip Fund Regular Growth is 5000 Rs.
SBI Bluechip Fund Regular Growth has an AUM of 43272.98 crores.
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